BDO is accepting applications for the Cash Management Administrator vacancy.
CASH MANAGEMENT ADMINISTRATOR (PRETORIA)
2023/09/04
Reference Number
WTH JHB 22Aug23 NR
Description for BDO: Cash Management Administrator
BDO PTA has a vacancy for a Cash Management Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.
Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:
- Opening new accounts and processing client payment requests
- Maintaining client FICA records on system
- Liaison with clients, written and verbal requests
- Capturing and maintaining client database
- Personal development and training
Liaison with Wealth & Healthcare Adviser
Requirements
You will be required to have:
- +/- 2 years administration experience
- Grade 12 or equivalent
- Higher Certificate in Financial Planning
- Excellent communication skills
- Computer literacy
This position will require somebody with the following competencies:
- Organisational skills
- Time management ability
- Task driven
- Analytical
- Supportive skills
- Structured
Salary:
- Market-related and commensurate with experience and qualifications.
The appointment will be made in terms of the firm’s Employment Equity Policy.
Only short-listed candidates will be contacted.
Work Level
Junior Management
Job Type
Permanent
Salary
Market Related
EE Position
No
Location
Pretoria
Application Process
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BDO: Cash Management Administrator